See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $244,389 | $157,256+55.4% | $141,162+73.1% | $152,861+59.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 14.99% | 64.32%-49.3pp | 71.39%-56.4pp | 345.32%-330.3pp |
| Employer contribution / active EE | $13,676 | $5,261+160.0% | $4,735+188.8% | $4,762+187.2% |
| Participant deferral / active EE | $11,783 | $7,109+65.7% | $6,709+75.6% | $5,850+101.4% |
| Admin fee / account holder | $11,777 | $12,120-2.8% | $10,261+14.8% | $11,596+1.6% |